About NINLX
The Neuberger Berman Intrinsic Value Fund Institutional Class is a mutual fund focused on investing primarily in small- and mid-cap companies that appear to be trading below their intrinsic value based on thorough analysis. Employing a disciplined, catalyst-driven approach, the fund seeks to avoid typical value traps by targeting businesses with identifiable factors expected to help close the gap between their current price and intrinsic worth over time. Portfolio managers use a bottom-up, research-intensive process to select holdings, emphasizing opportunities where market inefficiencies have undervalued a company’s long-term prospects. The fund’s strategy includes active engagement with company management to enhance shareholder value and leverages the expertise of a seasoned team in place since strategy inception in 1997. The portfolio typically spans diverse sectors such as technology, industrials, utilities, communications, and consumer cyclical, reflecting its small blend and small value orientation. The fund’s role in the financial market is to provide institutional investors with access to contrarian, value-driven exposure within the smaller segments of the U.S. equity market, aiming for long-term capital appreciation while maintaining a disciplined risk management framework.
Fund Family Neuberger Berman
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol NINLX
Share Class Institutional Class
Index Russell 2000 Value TR
NINLX had a total return of 19.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.47%.
